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HBW

Hazlett, Burt & Watson Portfolio holdings

AUM $320M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.06M
3
+$870K
4
PLTR icon
Palantir
PLTR
+$841K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$725K

Top Sells

1
+$5.66M
2
+$163K
3
+$119K
4
CAT icon
Caterpillar
CAT
+$100K
5
ADBE icon
Adobe
ADBE
+$83.6K

Sector Composition

1 Technology 21.64%
2 Financials 11.32%
3 Industrials 8.34%
4 Healthcare 5.5%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3K ﹤0.01%
100
777
$3K ﹤0.01%
259
778
$3K ﹤0.01%
40
779
$3K ﹤0.01%
100
780
$3K ﹤0.01%
59
781
$3K ﹤0.01%
9
782
$3K ﹤0.01%
25
783
$3K ﹤0.01%
30
784
$3K ﹤0.01%
65
785
$3K ﹤0.01%
113
786
$3K ﹤0.01%
+50
787
$3K ﹤0.01%
+48
788
$3K ﹤0.01%
300
789
$3K ﹤0.01%
13
790
$2K ﹤0.01%
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791
$2K ﹤0.01%
5
-8
792
$2K ﹤0.01%
20
793
$2K ﹤0.01%
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795
$2K ﹤0.01%
76
796
$2K ﹤0.01%
10
797
$2K ﹤0.01%
34
798
$2K ﹤0.01%
4
799
$2K ﹤0.01%
6
800
$2K ﹤0.01%
+50
30 31
32
33 34